Tag Archives: Additional Resource Production Report

Lesson #74

Payables – Additional Resource Production Report function

When you pay resources for miscellaneous services related to a job but not charged on the job’s posted invoices — for example parking at a deposition — you can track this additional pay using this function.

The default report lists all of today’s invoices that include additional pay. You can also generate reports for a different date or date range, a single resource, specific Resource Type(s), specific service item(s), and/or specific business unit(s).

The Additional Resource Production Report lists each invoice having additional pay, grouped and subtotaled by resource. Each resource has their own page(s) in the report, with a final page of grand total invoice and additional pay amounts. Invoices listed are broken down by invoice number and date, total invoice amount, the additional pay-related service item(s), how many units of each service item, pay amount, job number and date, case, and the Sold To firm.

The report’s footer will display which search criteria you used to generate the particular report with the exception of:

• Blank search fields
• ALL list selections
• If you generate a report for a single resource

If you select two or more items in a list, the report will display that as “(multiple values selected).”

You can search for a word or phrase in the onscreen report. RB9 will highlight all instances of your searched word/phrase in the report and list them in a scroll box along with the page number where they occur.

Print the report or export it to save, share, and/or edit in another application.

NOTE: This is an RB9-only function. It is not included in RB Lite.

TL;DR: This report lists each invoice (including the unit count) having additional pay, grouped and subtotaled by resource.

RB concepts in this lesson

Additional pay: Payment to resources for miscellaneous services not charged on posted invoices. For example, you pay a resource for parking at a deposition without billing the client but you want the payment tied to the job’s invoice.

Firm: Business you provide services to, usually law firms.

Job: Usually the reporting of a deposition, but can also be any kind of service you provide with your reporters or other resources. More >

Resource: Person or thing that provides your business with a service, such as reporters.

Resource Type: Profession (such as Scopist, Proofreader, or Interpreter) and other categories of resources.

Service items: Regular charges that you bill to your clients are called service items in RB.

Sold To Firm: Firm that is responsible for a job with your company.

Lesson #63

Manage & monitor accounts payables+

Use the Payables module to not only cut checks for resources, but to also manage and monitor payroll, sales tax obligations, and reward points for clients. In this module, you can:

• Perform payroll tasks.
• Audit pay statements.
• Adjust resource pay on an invoice or generally on payroll (such as a bonus or re-curring repayment of an advance).
• Adjust sales commissions on individual invoices.
• Close payroll and send resources pay statements via email or regular mail.
• Cut payroll checks, direct deposit paychecks, or export payroll to QuickBooks. 
• Review gross pay amounts and adjust as needed before printing 1099s from RB9.
• Generate forms and reports pertaining to payroll, including for sales commissions, miscellaneous pay not charged to invoices, and outstanding payables.
• Generate sales tax reports.
• Reward your best customers with points like airlines and credit cards do, based on the business generated by their calls to you. Monitor, adjust, transfer, and redeem points.

Payables functions by name

• Override Resource Pay
• Pay Adjustments
• Pay Resources
• Send Resources Pay Statements
• Print Checks – RB9-only function
• 1099 Pay Detail – RB9-only function
• Print 1099 Forms – RB9-only function
• Sales Commission Report – RB9-only function
• Override Sales Commission – RB9-only function
• Additional Resource Production Report – RB9-only function
• Total Payable Report
• Sales Tax – RB9-only function
• Liability Balance Log – RB9-only function
• Reward Points Summary – RB9-only function
• Reward Points History – RB9-only function
• Reward Points Analysis – RB9-only function

TL;DR: Perform payroll and other pay-related tasks.

RB concepts in this lesson

Award Points: Used to encourage clients to book with your agency by rewarding them with points for different services.

Resource: Person or thing that provides your business with a service.